Momentum Advisors’s Intuit INTU Stock Holding History

Momentum Advisors’s Portfolio INTU Stock Details INTU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$218K	Sell	561 -1	-0.2%	-$397	0.22%	76
2022 Q3	$218K	Buy	+562	New	+$243K	0.24%	66

Other funds holding INTU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Momentum Advisors's INTU Position: Q4 2022 in Review

Momentum Advisors reduced its Intuit (INTU) stake by 0.18% in Q4 2022, selling an estimated $397 and leaving 561 shares worth $218K. The position accounts for 0.22% of the portfolio, ranked #76.

Momentum Advisors first reported a position in INTU in Q3 2022 and has held it in 2 quarters since. 1,559 funds tracked by Wall St. Rank hold INTU as of Q4 2022.

Momentum Advisors held 561 shares of Intuit worth $218K as of Q4 2022.
Momentum Advisors sold 1 Intuit share in Q4 2022, an estimated $397.
Intuit made up 0.22% of Momentum Advisors's portfolio in Q4 2022, its #76 holding.
Momentum Advisors first reported a position in Intuit in Q3 2022 and has held it in 2 quarters since.
1,559 funds tracked by Wall St. Rank held Intuit as of Q4 2022.

Based on Momentum Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.